See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,775 | $167,307-86.4% | $143,757-84.2% | $134,475-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,475 | $5,619-73.8% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $3,781 | $6,446-41.3% | $5,637-32.9% | $6,400-40.9% |
| Admin fee / account holder | $240 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |